Any form in Project Insight can be added to Favorites for one click easy access from anywhere in the system.

Any form in Project Insight can also be made as the form that is displayed when you log in. By default the Project Insight main dashboard is the form that is displayed when you log in but you can change that with Favorites.

Forms can be easily added to favorites and removed from favorites as required. For example, you may have a Project Options form as a favorite while you're working on the project and then remove it from favorites when the project is completed.

To add a form to Favorites

With the form displaying, hover on the Favorites icon in the Project Insight main menu bar and click Add to Favorites.

The form will then be listed in the Favorites drop down.

Accessing a form that is a favorite

Hover on the Favorites icon and from the Favorites drop down and click on it.

To remove a Favorite

Hover on Favorites, hover on the form and click the Remove Favorite option on the sub-menu.

To make a form the default form when you log in

With the form displaying, hover on the Favorites icon in the Project Insight main menu bar and click Set as Default.

A check mark will appear against that form in the Favorites drop down.

Only one form can ever be the default when you log in.

To reset the form displayed when you log in, back to the Project Insight main dashboard

  • If you have access, hover on your name in the Project Insight main menu bar and click Edit Preferences
  • Check the option Reset Homepage To Default Location:
  • Click the Favorites icon

Alternatively, you can go to the form you want as the default when you log in (even the Project Insight main dashboard and make that the default favorite) or remove the favorite that's set as the default.

Online 10/24/2016